The Buried FinTech Treasure Waiting for Discovery

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  • 07 mins 19 secs
H. Adam Holt, CFP®️, ChFC®️, Asset-Map Founder and CEO, shares why the financial planning industry should promote innovation from within the sector. With more than two decades of experience as a financial professional, Adam explains how the next big idea in FinTech is already in the minds of the individuals executing their roles - yet legacy technology and culture often stifles innovation. In this video, Adam shares his journey to bring field-driven advisor innovation to the forefront of mass adoption, disrupting the advisor/client experience for the better. Adam argues that when we encourage this type of change, we release the next wave of FinTech disruption.


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